Gregoria, age 66, is single and living in Puerto Rico.
This year, she received:
Received |
Amount |
Form SSA-1099 that shows her net Social Security benefits in box 5 |
$11,000 |
Puerto Rican government pension (Gregoria already recovered the cost of her pension) |
$20,000 |
Survivor benefit pension from Office of Personnel Management (Her husband died 5 years ago) |
$8,000 |
Interest income from her saving account in a local bank of Puerto Rico |
$6,200 |
Based on these facts, complete lines 1, 2, and 8 through 19 of Gregoria's Figuring Your Taxable Benefits worksheet. Click here to open Gregoria's worksheet, complete lines 1, 2, and 8 through 19.